SOCIETY OF THE SACRED HEART CIO

Registered charity 1179288 · accounts filings on the Charity Commission register

THE SUPPORT OF THE MEMBERS OF THE SOCIETY AND THEIR CHARITABLE WORKS; THE ADVANCEMENT OF THE ROMAN CATHOLIC RELIGION; THE ADVANCEMENT OF EDUCATION; THE RELIEF OF POVERTY.

Causes: Education/training · The Prevention Or Relief Of Poverty · Religious Activities · Other Charitable Purposes · Grant history (this charity is a funder) · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity incurred a net decrease in funds of £2,117,028 for the year, driven by a net expenditure of £1,988,143 and net losses on listed investments of £1,432,096. Per the trustees' report, the charity holds unrestricted general funds of £2,802,671, which they consider meets their policy target of approximately one year's expenditure on unrestricted funds, although they note this level has been influenced by stock market volatility.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Buzzacott Audit LLP. Discloses 5 of 6 completeness components.

Year-over-year changes

• Employees paid over £60,000: 1 (FY2024) → 3 (FY2025).
• Reserves position vs the charity's own policy moved from "above" (FY2024) to "below" (FY2025).

Comparing this charity’s FY2024 and FY2025 accounts as analysed by this site.

Property (HM Land Registry)

29 registered titles in England and Wales held by the charity’s company or corporate body (22 freehold); recorded price paid £2.0m. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Structured financials (annual return, FY ending 30/06/2025)

Reported reserves equal ~7.7 months of spending — above the median for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Investments (52% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (5.2%) (benchmarks).

Register events

• Received assets from another charity (11/09/2020) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• CATHERINE ANNE LLOYD · trustee of 4 other charities
• SISTER CHRIS EDWARDS
• Sister Bernadette Porter · trustee of 1 other charity
• Sister Lorraine Ann Pratt
• Sister Margaret Wilson
• Sister Marianne Tavares
• Sister Sheila McNamara · trustee of 2 other charities
• Sister Stephanie Ann Romaine · trustee of 1 other charity

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Common questions

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with SISTERS OF THE SACRED HEART OF SAINT JACUT.

• SISTERS OF THE SACRED HEART OF SAINT JACUT income £238k
• INSTITUTE OF THE RELIGIOUS OF THE SACRED HEART OF MARY IMMACULATE VIRGIN income £1.3m
• THE CONGREGATION OF THE SISTERS OF THE SACRED HEARTS (PICPUS) income £297k
• CONGREGATION OF LA SAINTE UNION DES SACRES COEURS UK CIO income £1.9m
• TRUST PROPERTY HELD IN CONNEXION WITH THE SISTERS OF THE HOLY FAMILY OF BORDEAUX income £1.5m
• SOCIETY OF THE HOLY CHILD JESUS CIO income £4.4m

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.